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754 hedge funds and large institutions have $8.36B invested in Rivian in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 212 increasing their positions, 239 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 80

24% more capital invested

Capital invested by funds: $6.76B → $8.36B (+$1.6B)

7% more funds holding

Funds holding: 707754 (+47)

1.9% more ownership

Funds ownership: 60.11%62.02% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 239

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

37% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.78B

Holders
754
Holders Change
+47
Holders Change %
+6.65%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
140
Increased
212
Reduced
239
Closed
80
Calls
$1.12B
Puts
$1.78B
Net Calls
-$663M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Bernard Wealth Management
Michigan
$1.73K +$1.5K +130 New
PWA
652
Principia Wealth Advisory
Texas
$1.72K +$1.49K +129 New
LWA
653
Lowe Wealth Advisors
Maryland
$1.69K
WAS
654
Winch Advisory Services
Wisconsin
$1.69K
CPL
655
Capital & Planning LLC
Georgia
$1.62K +$1.4K +122 New
SAM
656
Synergy Asset Management
Washington
$1.55K +$1.59K +138 New
AAG
657
Armstrong Advisory Group
Massachusetts
$1.53K
WWM
658
Wolff Wiese Magana
California
$1.53K +$173 +15 +15%
TF
659
Tompkins Financial
New York
$1.53K +$1.15K +100 +667%
GEA
660
Glen Eagle Advisors
New Jersey
$1.5K -$575 -50 -31%
CYG
661
Clean Yield Group
Vermont
$1.46K
CWM
662
CarsonAllaria Wealth Management
Illinois
$1.45K -$173 -15 -12%
FIA
663
FPC Investment Advisory
California
$1.45K +$1.32K +115 New
FGA
664
Fortis Group Advisors
New Jersey
$1.38K
SRCM
665
Signature Resources Capital Management
California
$1.36K
WT
666
Whittier Trust
California
$1.33K -$24.8K -2,154 -96%
PP
667
PFS Partners
New Jersey
$1.33K -$15.9K -1,382 -93%
CSB
668
City State Bank
Iowa
$1.33K
CT
669
Coastline Trust
Rhode Island
$1.33K
DFA
670
DHJJ Financial Advisors
Illinois
$1.33K
HNB
671
Hilltop National Bank
Wyoming
$1.33K
IA
672
IFS Advisors
Kansas
$1.33K
JFA
673
JNBA Financial Advisors
Minnesota
$1.33K
MFT
674
Moisand Fitzgerald Tamayo
Florida
$1.33K
NL
675
NVWM LLC
Pennsylvania
$1.33K